Create new lead records from website form submissions
Create new lead records from website form submissions
Your website form entries lack UTM and unified contact details, leaving reps without context. The workflow adds each entry to a master sheet and creates a pipeline item so reps can act same day.
Workflow preview:
Zap details:
Overview
Inbound web leads often arrive without attribution or structured context, which delays outreach and weakens handoffs. This flow captures submissions with UTM data, writes them to a central sheet, and creates pipeline items so reps can prioritize and act same day.